by the Storen Team | Jan 25, 2023 | How-to
A convenient option for your schedule. Our lockboxes offer an easy way for you to send us your documents securely during or after hours. For your convenience, we have lockboxes located in Brownsburg and at our Zionsville office. These lockboxes are checked by a Storen...
by the Storen Team | Jan 1, 2023 | How-to, Resources, Tax FAQs
Upload and Download All of Your Client Documentation What is eFileCabinet? The Storen Financial eFileCabinet is an online filing cabinet for all of your financial documents. Access all of your completed tax returns, statements, business reports and other financial...
by the Storen Team | Dec 1, 2022 | How-to, Resources, Resources for Businesses, Tax FAQs, Taxes
Information Required to Produce Your Tax Return *Most forms needed to produce your tax return should be issued or available to you prior to January 31st. If filing jointly, please provide forms and information for both the primary taxpayer and spouse. Below is...
by the Storen Team | Sep 21, 2022 | Financial Planning, Helpful Links, How-to, Resources
Communication Preferences: Monthly statements, trade confirmations, and tax documents In October 2020, Charles Schwab announced that they had acquired TD Ameritrade with a beginning transition date of Summer 2023. They are now beginning to roll out a few minor changes...
by the Storen Team | Jun 1, 2022 | How-to, Tax FAQs, Taxes
“Did Indiana process my tax payment?” The Indiana Taxpayer Information Management Engine (INTIME) is a new online service portal for customers to use when managing individual income tax, business sales tax, withholding, and corporate income tax with the...
by the Storen Team | Feb 8, 2022 | Businesses, How-to, QuickBooks, Resources for Businesses
How-to reconcile credit card processor service fees One of the most common struggles plaguing business owners and bookkeepers alike is reconciling deposits when the credit card processor deducts the service fee from each transaction. This causes the deposit amount and...
